Searchable Information

The Searchable Information section allows you to enter search criteria to locate information for the customer calling to report a problem or request service. You can execute a search with full or partial data by entering information in any of the searchable fields and then either clicking the Search button or selecting Search from the Actions menu. If there is more than one match for the query, results are displayed in a Customer Selection table. From the Customer Selection table, you can select the appropriate record. For more information, see Searching for a Customer.

The Searchable Information section displays the following fields:

• The Call ID field contains the unique Call ID generated when a call is entered. A successful search on this field will open the Call History window with information from this call.

• The Account # field contains the customer account number. Enter all or part of the account number to search for the customer.

• The Telephone field contains the customer telephone number. Enter all or part of the telephone number to search for the customer.

• The Name field contains the customer name. Enter all or part of the customer name to search for the customer.

• The Address field contains the customer address or the address for the problem location. Enter all or part of the address to search for the customer or problem location.

• The City field contains the city and state. Enter all or part of the city to search for the customer.

• The Zip field contains the zip code. Enter all or part of the zip code to search for the customer.